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Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
2951
Holland Advisory Services
Florida
$287K +$208K +2,057 New
CBT
2952
Central Bank & Trust
Kentucky
$287K +$208K +2,052 New
WOSD
2953
WFA of San Diego
California
$286K -$20.2K -200 -7%
IA
2954
Inspire Advisors
Idaho
$286K +$207K +2,051 New
SW
2955
SlateStone Wealth
Florida
$286K +$207K +2,050 New
PPWM
2956
PFG Private Wealth Management
Florida
$286K +$207K +2,048 New
GCM
2957
Gladstone Capital Management
United Kingdom
$286K +$207K +2,047 New
EFP
2958
EnRich Financial Partners
Wisconsin
$284K +$206K +2,037 New
WCAMG
2959
Woodard & Company Asset Management Group
North Carolina
$284K +$206K +2,036 New
UCB
2960
United Community Bank
South Carolina
$284K – – –
KFC
2961
Klingenstein Fields & Co
New York
$283K +$205K +2,029 New
BFG
2962
Birch Financial Group
New Hampshire
$283K +$205K +2,024 New
PA
2963
Promethium Advisors
Maryland
$282K +$204K +2,017 New
MLIC
2964
Mandatum Life Insurance Company
Finland
$281K +$204K +2,015 New
MWM
2965
MBE Wealth Management
Wisconsin
$281K +$204K +2,015 New
OC
2966
Oakworth Capital
Alabama
$281K – – –
RFW
2967
Rainier Family Wealth
Washington
$281K +$203K +2,011 New
CCT
2968
Capital City Trust
Florida
$281K +$203K +2,010 New
RCG
2969
Ridge Creek Global
Ohio
$281K +$203K +2,010 New
BMO
2970
Beck Mack & Oliver
New York
$280K -$303K -3,000 -60%
Q1WB
2971
Quest 10 Wealth Builders
Virginia
$280K -$1.21K -12 -0.6%
CFSG
2972
Community Financial Services Group
Vermont
$280K +$55.6K +550 +33%
WHCI
2973
W.H. Cornerstone Investments
Massachusetts
$280K +$203K +2,005 New
EWM
2974
EPG Wealth Management
Georgia
$280K +$203K +2,003 New
BWM
2975
Buckley Wealth Management
Nevada
$279K +$202K +2,000 New
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119
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